KWM
Kingsman Wealth Management Portfolio holdings
AUM $161M
This Quarter Return
-2.21%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$137M
AUM Growth
–
Cap. Flow
+$137M
Cap. Flow % of AUM
100%
Top 10 Holdings %Top 10 Hldgs %
64.07%
Holding
64
New
64
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 | $17.4M | |
| 2 | $13.6M | |
| 3 | $12.2M | |
| 4 | $9.42M | |
| 5 | $7.89M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 29.41% |
| 2 | Communication Services | 12.15% |
| 3 | Financials | 11.95% |
| 4 | Industrials | 11.77% |
| 5 | Consumer Discretionary | 9.54% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $339K | 0.25% | +363 | New | +$339K | |||
| $338K | 0.25% | +6,783 | New | +$338K | |||
| $333K | 0.24% | +2,008 | New | +$333K | |||
| $328K | 0.24% | +1,692 | New | +$328K | |||
| $299K | 0.22% | +1,112 | New | +$299K | |||
| $292K | 0.21% | +1,715 | New | +$292K | |||
| $283K | 0.21% | +3,175 | New | +$283K | |||
| $274K | 0.2% | +1,005 | New | +$274K | |||
| $271K | 0.2% | +579 | New | +$271K | |||
| $252K | 0.18% | +816 | New | +$252K | |||
| $245K | 0.18% | +549 | New | +$245K | |||
| $244K | 0.18% | +1,896 | New | +$244K | |||
| $211K | 0.15% | +1,009 | New | +$211K | |||
| $200K | 0.15% | +3,852 | New | +$200K |
